Yes, you can configure Dynamics 365 to handle this scenario by utilizing a combination of demand forecasting, master planning, inventory coverage settings, capacity checking, and alerts and escalations. Here's a detailed explanation along with the navigation steps:
Navigation Steps:
1. Demand Forecasting Setup:
- Navigate to the “Inventory management” module.
- Select “Demand forecasting” from the setup menu.
- Access the “Demand forecasts” form.
- Create a new demand forecast for the relevant items at site 1.
- Specify the forecast horizon (e.g., one month) and the forecasting method.
- Generate the demand forecast.
2. Item Coverage Group Definition:
- Navigate to the “Inventory management” module.
- Select “Item coverage groups” from the setup menu.
- Access the “Item coverage groups” form.
- Create new item coverage groups for the items that require transfer and batch orders.
- Assign the item coverage groups to the corresponding items.
- Edit the item coverage groups to set the coverage method to "Replenishment" and specify the replenishment priority (e.g., site 2, site 3, site 4).
3. Site Capacity Setup:
- Navigate to the “Production control” module.
- Select “Production resources” from the setup menu.
- Access the “Production resources” form.
- Define the production and transfer capacities for each site (site 2, site 3, site 4).
- Enable capacity-based allocation for the item coverage groups.
4. Master Planning Configuration:
- Navigate to the “Inventory management” module.
- Select “Master planning” from the setup menu.
- Access the “Master planning” form.
- Configure master planning to run periodically (e.g., daily or weekly).
- Set the master planning parameters to generate transfer and batch orders based on demand forecasts and inventory levels.
- Set the priority rule to prioritize order generation based on the replenishment priority defined in the item coverage groups.
5. Capacity Checking Integration:
- Navigate to the “Inventory management” module.
- Select “Master planning” from the setup menu.
- Access the “Master planning” form.
- Enable capacity checking during master planning.
- Set the system to check the available capacity at each site before generating orders.
- Configure the system to move on to the next site in the replenishment priority list if a site's capacity is exceeded.
6. Alert and Escalation Implementation:
- Navigate to the “System administration” module.
- Select “Alerts” from the setup menu.
- Access the “Alerts” form.
- Create new alerts to notify you when a site's capacity is approaching its limit.
- Define escalation procedures for handling capacity constraints, which may involve manual adjustments to order generation or alternative sourcing strategies.
By implementing these configurations and following the navigation steps, you can effectively manage inventory levels, prioritize order generation based on demand and capacity constraints, and receive alerts and suggestions to facilitate efficient order fulfillment and prevent stockouts in D365.
